This article is an overview containing direct links to all articles on the topic of Year-End tax summary creation inside of Kindful.
Kindful offers a handful of ways to get your tax summaries completed, and below, you can find links to all of our articles. Please visit each article to learn more about how to best utilize this tool.
- Best Practices When Preparing Tax Summaries
- How to Send Tax Summaries Using Kindful's built-in Tool
- Generating Year End Tax Summary Letters (for mailing)
- Send Letters to Just Contacts Who Have Given a Certain Amount